WSJ
09 Nov 2026, 09:41 UTC · 4h ago
Stock Futures, Treasurys Steady But Nvidia Slides Premarket on Huang Probe
Impact · against what's priced in
The investigation into Jensen Huang's ties to a suspected Chinese intelligence asset creates a material risk to Nvidia's regulatory standing. This threatens the high revenue targets and growth guides the market currently assumes, particularly regarding export licenses.
- NVDA−0.50
Challenges what's priced in
- The price assumes
The $96.22 billion in Q2 FY27 revenue and the near-term 70% fiscal 2028 growth guide
An investigation into the CEO's relationship with a suspected Chinese intelligence agent risks sanctions or export license revocations, which would directly undermine the fiscal 2028 growth guide and Q2 FY27 revenue targets the market already expects.
What NVDA's price assumes · Sep 1
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